Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCBAX (ClearBridge American Energy MLP Fund Inc) | NA | -8.32% | 9.51% | -13.59% | NA | NA | NA | … | … |
Data as of 02/25/2019, Common starting date is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCBAX (ClearBridge American Energy MLP Fund Inc) | 07/01/2013 | 02/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.32 | 9.51 | -13.59 | NA | NA | NA | … | … | 0.00 | -11.84 | -12.38 | 16.80 | -50.36 | 3.30 | 1.10 |
| Sharpe Ratio | NA | -0.44 | 0.33 | -0.41 | NA | NA | NA | … | … | 0.00 | -0.51 | -0.62 | 0.32 | -1.13 | 0.21 | 0.17 |
| Standard Deviation(%) | NA | 22.75 | 25.90 | 34.48 | NA | NA | NA | … | … | NA | 25.72 | 21.18 | 51.28 | 44.44 | 15.84 | 12.97 |
| Draw Down(%) | NA | 20.80 | 33.93 | 75.56 | NA | NA | NA | … | … | 0.00 | 27.90 | 27.12 | 46.34 | 61.50 | 16.06 | 7.32 |
| Yield(%) | 0.00 | 0.00 | 4.27 | 1.91 | 1.36 | 0.90 | 0.68 | … | … | 0.00 | 2.24 | 5.61 | 0.00 | 0.00 | 6.48 | 3.12 |
Data as of 02/25/2019, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCBAX (ClearBridge American Energy MLP Fund Inc) |
-23.24%
Mar 2015 – Mar 2018 |
-14.22%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCBAX (ClearBridge American Energy MLP Fund Inc) |
5.35%
Jan 2016 – Jan 2019 |
-10.95%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart